Willow Wealth vs YieldGen

Join more than 500,000+ members diversifying their portfolios with private markets.* Willow Wealth, formerly Yieldstreet, seeks to make it simple to diversify your portfolio with real estate, private equity, private credit, and more — all in one place. INVEST YOUR WAY + Build your own portfolio: Select from a wide range of individual investments and diversified funds across private markets asset classes. + Let us manage it for you: Willow 360, our automated investing solution, builds and manages a diversified private markets portfolio on your behalf. EXPERIENCED MANAGERS Gain exposure to investments managed by some of the world’s largest institutions and specialized sponsors. CURATED AND VETTED FOR YOU Invest with confidence knowing that all opportunities pass our comprehensive multi-step vetting process. DEDICATED SUPPORT Our team of private markets professionals are here to offer support and guidance throughout your journey. GET STARTED Create your free account at willowwealth.com, then invest and track your portfolio with the app. — *As of September 30, 2025. Diversification does not ensure a profit or protect against a loss in a declining market. Alternative investments involve specific risks that may be greater than those associated with traditional investments; are not suitable for all clients; and intended for experienced and sophisticated investors who meet specific suitability requirements and are willing to bear the high economic risks of the investment. Investments of this type may engage in speculative investment practices; carry additional risk of loss, including possibility of partial or total loss of invested capital, due to the nature and volatility of the underlying investments; and are generally considered to be illiquid due to restrictive repurchase procedures. These investments may also involve different regulatory and reporting requirements, complex tax structures, and delays in distributing important tax information. No U.S. or foreign securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through us. Please see important disclosures at https://www.willowwealth.com Willow Asset Management LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Willow Wealth Markets LLC is an indirect subsidiary of Willow Wealth Inc., is a broker-dealer registered with the Securities and Exchange Commission (“SEC”), a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). Information on all FINRA registered broker-dealers can be found on FINRA’s BrokerCheck (https://brokercheck.finra.org/firm/summary/172295). Despite its affiliation with Willow Asset Management LLC, Willow Wealth Markets LLC has no role in the investment advisory services received by Willow Wealth clients. Any historical returns, expected or target returns, or probability projections may not reflect actual future performance and is no guarantee of future results. All securities involve risk and may result in significant loss. This should be construed as a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to clients of Willow Asset Management LLC pursuant to a written advisory agreement. For more information please visit willowwealth.com to see our Full Disclosure. Regulatory disclosures: Terms of Use (https://www.willowwealth.com/terms), Privacy Policy (https://www.willowwealth.com/privacy), Form CRS (https://www.willowwealth.com/form-crs-client-relationship-summary), and Reg BI Disclosures (https://www.willowwealth.com/regulation-best-interest-disclosure). SECURITIES INVESTMENTS: NOT FDIC INSURED; NO BANK GUARANTEE; MAY LOSE VALUE. Copyright © 2026 Willow Wealth Inc. All rights reserved.

YieldGen is a trading analytics platform purpose-built for options "wheel" investing—systematically selling cash-secured puts and covered calls to optimize yield. Connect to your supported brokerage (currently: E*Trade, Fidelity, Interactive Brokers, Robinhood, Schwab, Moomoo, Public, TastyTrade, and Webull) to analyze opportunities against your actual positions, size and place trades, and track the full lifecycle of a trade from open through early-close, expiration, assignment, as well as disciplined recovery of any losses on assigned shares. KEY FEATURES * Yield-Centric Option Chains: Compare strikes and expirations by annualized returns, without manually calculating from the broker's dollar quotes. * Powerful Trade Analytics: See exercise probabilities, implied volatility, prospective exposure, capital efficiency, and other key metrics — always in simple visuals, no dense tables of numbers. * Capital Velocity Analytics: See which trades have already captured most of their premium ahead of expiration, and compare the economics of closing early versus holding, including how much cash would be freed up for redeployment on better opportunities. * Assignment & Recovery Tracking: When a put gets assigned, follow the position beyond expiration with automatic tracking of dividends received, covered-call income, and overall recovery economics. * Full Portfolio & Cash View: See available and pledged cash, capital utilization, upcoming expirations, and concentration or correlation risk across your whole book, all in one place. * Brokerage Sync: YieldGen is a window into your regular brokerage platform. Trades you execute on one are immediately visible on the other. * Context-Aware AI Trade Analysis: Get on-demand analysis of a trade you're considering, with full context of your current holdings, exposures, available capital, and other relevant risk factors. IMPORTANT DISCLOSURES YieldGen is an analytical and educational software tool and is NOT a broker-dealer or investment adviser. Trades are placed through your own connected brokerage account; YieldGen does not hold custody of funds or securities. YieldGen does not provide individualized investment, legal, or tax advice. Options involve risk and are not suitable for all investors. Analytical model outputs, probability estimates, and AI-generated insights are estimates provided for informational and educational purposes only and should NOT be relied upon as guarantees of future results.